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Disclosery

Clearstead Advisors, LLC: SANA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on SANA, newest first. How the timeline and the estimate are built.

Clearstead Advisors, LLC held 170,739 SANA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 170,739 shares
    Change vs previous 13F -166,042 shares

    0.01% of the 13F portfolio, value $595,880.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 336,781 shares
    Change vs previous 13F +332,130 shares

    0.01% of the 13F portfolio, value $969,929.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 4,651 shares
    Change vs previous 13F -2,246 shares

    <0.01% of the 13F portfolio, value $18,930.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,897 shares
    Change vs previous 13F -419 shares

    <0.01% of the 13F portfolio, value $24,485.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,316 shares
    Change vs previous 13F +2,665 shares

    <0.01% of the 13F portfolio, value $19,973.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,651 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,814.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).